Key Responsibilities


Assist in onboarding new members and updating scheme records and member data.
Process contributions and prepare schedules for allocation and posting.
Compute and prepare standard benefit withdrawal and refund requests for review and approval.
Prepare and update member statements and fund summaries under guidance.
Organize scheme files, trust documents and support materials for audits and AGMs.
Assist in maintaining physical and electronic filing systems in accordance with departmental policy draft standard responses to client queries and maintain call/email logs.
Assist in generating periodic reports such as production summaries and claim projections.
Support user acceptance testing during system changes and document results.
Track and flag missing compliance data or late remittances for follow-up.


Academic and Professional Qualifications required


Bachelor’s degree in Economics, Insurance, Actuarial Science, Statistics, Mathematics, or a related discipline.
1–2 years’ experience in pension administration, customer service, or financial operations will be an added advantage.
Basic understanding of the Retirement Benefits Act and pension scheme operations in Kenya.
Proficiency in Microsoft Office, especially Excel and Word.


Key Competencies


Attention to detail and accuracy in data processing.
Strong written and verbal communication skills.
Good organizational and time management abilities.
Proactive, eager to learn, and willing to support team objectives.
Willingness to learn pension operations and regulations under minimal supervision.
Professional conduct, discretion, and reliability.